Apps Like ClientLink for iPhone and iPad
Access accounts and manage investments
View accounts with Household Summary, Today’s Gain/Loss, and Balances. Group accounts by Non-Retirement and Retirement. Check Cash and Stocks & Related holdings. See Top Performing stocks in portfolio.
ClientLink screenshots
Ranked alternatives
Showing 641–660 of 1,000 ranked alternatives.
GR Finvisors by Rahul Jain
RAHUL JAIN (IN)
Track assets and manage investments
Manage financial assets including mutual funds, equity shares, bonds, fixed deposits, PMS, and insurance. View portfolio reports, historical performance, and transaction statements. Download statements for any asset management company.
Ladderup Asset
Ladderup Finance Ltd
Track assets, view reports, manage investments
Manage financial assets including mutual funds, equity shares, bonds, fixed deposits, PMS, and insurance. View portfolio reports, track historical performance, and access transaction statements.
Secure Investments
FUTUREWISE TECHNOLOGIES PRIVATE LIMITED
Invest in mutual funds and track goals
Manage in mutual funds with real-time tracking and portfolio analysis. Set and monitor financial goals with progress indicators. your account with PIN, fingerprint, and face recognition.
Akta Wealth
Excel Net Solutions Private Limited
Track investments and manage portfolio assets
Track and manage investment portfolios with Mutual Funds, Equity Shares, Bonds, Fixed Deposits, PMS, and Insurance. View historical performance, generate transaction statements, and download complete portfolio reports.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.